HASGX vs. IVOG

In the year-to-date period, HASGX achieves a -4.72% return, which is significantly lower than IVOG's -2.56% return. Over the past 10 years, HASGX has underperformed IVOG with an annualized return of 8.00%, while IVOG has yielded a comparatively higher 8.60% annualized return.

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HASGX has a 0.87% expense ratio, which is higher than IVOG's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Harbor Small Cap Growth Fund (HASGX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current HASGX Sharpe Ratio is 0.07, which is higher than the IVOG Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of HASGX and IVOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HASGX's dividend yield for the trailing twelve months is around 3.70%, more than IVOG's 0.81% yield.

The maximum HASGX drawdown since its inception was -54.33%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for HASGX and IVOG.

Harbor Small Cap Growth Fund (HASGX) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) have volatilities of 6.09% and 6.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.